Reason Codes provide a means for explaining why a Customer is being given sales credit. To access the master list of Reason Codes, select the "Reason Codes" option. The following screen will appear:
The "Reason Codes" screen displays information on all existing Reason Codes, including Reason Code and Reason Code description.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Runs the report associated with this screen.
- NEW
Opens screen for creating a new Reason Code.
- EDIT
Enables you to edit highlighted Reason Code. The edit screen is the same as that for creating a new Reason Code—except that when editing, the fields will contain Reason Code information. Double-clicking on a Reason Code will also bring you to the editing screen.
- VIEW
Highlight a Reason Code and then select this button to reach a read-only view of the "Edit" screen.
- DELETE
Highlight a Reason Code and then select this button to remove the Reason Code from the list.
To create a new Reason Code, select the NEW button. The following screen will appear:
Tip
Reason Codes are abbreviations used to quickly and easily identify the reason why a Customer is being given sales credit. Keep these Codes short and meaningful so employees will have an easy time identifying them.
When creating a new Reason Code, you are presented with the following options:
- Code
Enter a code to identify the Reason Code.
- Description
Enter a brief description of the Reason Code.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating a Reason Code, returning you to the previous screen.
- SAVE
Creates the Reason Code and adds it to the master list of Reason Codes.